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CFP Board in the News

At FPA San Diego, CFP Board Says 'Choice' Argument Against Fiduciary Standard Is 'Baloney'

Sep 26, 2011

Board leadership says SEC should move forward with uniform fiduciary standard rulemaking

The CFP Board of Standards leadership provided an update to its public awareness campaign, released a survey of its certificants and affirmed its support of a fiduciary standard for all advice givers on Friday during the FPA Experience 2011 conference in San Diego. Read more >

AdvisorOne
James J. Green
September 16, 2011

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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